+27.5%
MSI vs PLTD
-16.1%
+43.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +1.2% |
| 7D | +2.8% | +14.4% | -11.6% | +2.9% |
| 30D | +9.1% | +8.6% | +0.5% | +9.1% |
| 3M | +12.5% | -9.2% | +21.7% | +12.4% |
| 6M | +14.2% | -29.5% | +43.7% | +13.4% |
| YTD | +30.7% | -20.2% | +50.9% | +30.2% |
| 1Y | +27.5% | -16.5% | +44.0% | +27.7% |
| All | +27.5% | -16.1% | +43.6% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling